I had the opportunity to meet recently with Marc Bernstein and Andre Pavovlic from Personify. Marc is Vice President & Industry Principal and Andre is Vice President, Product Marketing & Management. The purpose of our meeting was to get an update on where Personify is as a company these days. Personify was purchased by private equity firm Rubicon Technology Partners a little over two years ago, and there have been some significant changes in Personify staff since then (including the hiring of both Marc and Andre).
Here are some of the highlights from our meeting:
I was very pleased with what I learned in the meeting and I’m cautiously optimistic about the direction that Personify is taking under (not-so) new management. I think these are positive developments for both current and future Personify customers.
“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”
“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”
Mary Pat Paris, Executive Director
International Registration Plan
“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”
Tim Wilson, Executive Director
Western Arts Alliance